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In today's competitive recruiting environment, the packaging of valuable incentives and benefits can make the difference in your corporation's ability to hire and retain executive leadership.
Hefren-Tillotson's Corporate Services division understands that retention in these critical positions can have significant impact on your company's growth and performance. Our Executive Counseling Services were designed to enhance your existing benefits program, providing your business with an additional competitive advantage in the "war for talent."
Our services include:
- Income Tax Preparation. Participating executives will have their federal, state, and local personal income tax returns completed by experienced certified public accountants (CPA), with the added value of expertise on tax-savings opportunities both at tax time and throughout the year.
- Personal Retirement Plan Review. This program includes an annual review and analysis of the executive's retirement plan options, with security selection and asset allocation recommendations aligned with his or her personal retirement goals.
- Financial Planning with MASTERPLAN Process. Hefren-Tillotson Corporate Services offers comprehensive financial planning services to corporate leadership through our exclusive Masterplan process. By participating, executives receive confidential one-on-one fact-finding sessions that result in a clear articulation of their personal financial goals; a customized masterplan, detailing objective recommendations for investments, retirement planning, estate planning, personal income tax strategies, college funding, and insurance; and follow-up contact with an Advisor to answer questions.
- Investment Expertise from Hefren-Tillotson Advisors. Executives receive market analysis and investment strategy information in publications researched and developed by the experienced investment team at Hefren-Tillotson.
To learn more about our Executive Financial Counseling Services, contact us for a no-obligation consultation today.
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